TSA Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

TSA Wealth Management’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Sell	10,471 -7,704	-42%	-$824K	0.32%	50
2026 Q1	$1.93M	Buy	18,175 +9,471	+109%	+$1.02M	0.62%	32
2025 Q4	$932K	Buy	8,704 +1,618	+23%	+$173K	0.31%	46
2025 Q3	$755K	Buy	7,086 +1,451	+26%	+$152K	0.26%	48
2025 Q2	$589K	Sell	5,635 -2,232	-28%	-$232K	0.22%	50
2025 Q1	$829K	Sell	7,867 -8,078	-51%	-$859K	0.33%	38
2024 Q4	$1.7M	Buy	15,945 +257	+2%	+$27.6K	0.69%	26
2024 Q3	$1.7M	Buy	15,688 +5,441	+53%	+$586K	0.69%	25
2024 Q2	$1.09M	Buy	10,247 +8,153	+389%	+$868K	0.46%	30
2024 Q1	$225K	Buy	2,094 +57	+3%	+$6.15K	0.1%	53
2023 Q4	$221K	Buy	+2,037	New	+$213K	0.1%	51

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TSA Wealth Management's MUB Position: Q2 2026 in Review

TSA Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 42% in Q2 2026, selling an estimated $824K and leaving 10,471 shares worth $1.13M. The position accounts for 0.32% of the portfolio, ranked #50.

TSA Wealth Management first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.93M in Q1 2026. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

TSA Wealth Management held 10,471 shares of iShares National Muni Bond ETF worth $1.13M as of Q2 2026.
TSA Wealth Management sold 7,704 iShares National Muni Bond ETF shares in Q2 2026, an estimated $824K.
iShares National Muni Bond ETF made up 0.32% of TSA Wealth Management's portfolio in Q2 2026, its #50 holding.
TSA Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
TSA Wealth Management's iShares National Muni Bond ETF position peaked at $1.93M in Q1 2026.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.